Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Victory sycamore Victory Sycamore Small Company Opp R6 - in their Schedule of Assets, totaling $2.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | PACIFIC CATARACT AND LASER INSTITUTE, INC., PC PACIFIC CATARACT AND LASER INSTITUTE, INC. PC 401(K) PLAN | CHEHALIS WA | 632 | $92.8M | $1.3M |
| 2 | HAVER TYLER, INC. HAVER TYLER PROFIT SHARING & SAVINGS PLAN | MENTOR OH | 282 | $11.4M | $1.0M |
| 3 | CS ENERGY, LLC CS ENERGY, LLC 401(K) RETIREMENT PLAN |
EDISON NJ |
| 143 |
| $15.8M |
| $274K |
